Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ProfitSharing
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BERNSTEIN LITOWITZ BERGER & GROSSMANN LLP 401(K) PLAN | 401k | $34.8M | 270 | 2024 | |
| 006 | BERNSTEIN LITOWITZ BERGER & GROSSMANN LLP PROFIT SHARING PLAN | ProfitSharing | $13.3M | 166 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | BERNSTEIN LITOWITZ BERGER AND GROSSMANN GROUP BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $247K | 202 | 2025 |